Is the trader dashboard white-label?

Yes. The trader dashboard and CRM are 100% your brand — your logo, colours and domain. Traders never see the technology provider underneath.

Does the CRM handle KYC, payouts and affiliates?

Yes — KYC/AML verification, payment processing across 50+ providers, automated payouts, and affiliate/IB tracking are all built in, so you run the whole firm from one back office rather than stitching tools together.

Prop Firm CRM & Trader Dashboard Software

Your trading platform gets the headlines, but the CRM and trader dashboard are where a prop firm actually runs day to day. Onboarding, KYC, account status, payouts, support, affiliates — if these live in spreadsheets and disconnected tools, you don't have a firm, you have a bottleneck. This is the back office that ties it all together, and it's included in the PropFirmsTech prop firm software platform.

What a prop firm CRM does

Trader onboarding & KYC — sign-up, identity verification and AML screening, automatically.
Account & challenge management — track evaluation status, funded accounts, rule breaches and resets.
Payments & payouts — purchases across 50+ processors and automated, on-time withdrawals.
Support & communication — tickets and messaging tied to each trader's account.
Affiliate & IB tracking — referral codes, commissions and partner reporting.
Analytics — revenue, conversion, trader performance and risk at a glance.

The trader-facing dashboard

Every CRM is paired with a fully white-label trader dashboard: traders see their objectives, real-time metrics, account status and one-click payout requests, all under your brand. A clean, trustworthy dashboard is one of the biggest drivers of retention and word-of-mouth in this industry.

Why a purpose-built CRM beats a generic one

Generic CRMs (built for sales teams) don't understand challenges, drawdown rules, resets or payout eligibility. A prop-firm CRM speaks your domain natively, and connects directly to your risk engine and payment stack — so a rule breach, a passed evaluation or a payout flows through automatically instead of being manually reconciled.

Included with PropFirmsTech

You don't buy the CRM separately — it ships with the platform, alongside MT5 + white-label server, the risk engine, payments and KYC. Pricing starts from around $5,000 setup + ~$3,500/month, and a fully-branded firm — CRM and dashboard included — is live in 14 days. See how to start a prop firm for the full launch path.

Frequently asked questions

What is a prop firm CRM?

The back office that manages traders end to end — onboarding, KYC, accounts, payouts, support, affiliates and analytics — paired with a branded trader dashboard.

Is it white-label?

Yes, 100% your brand. Traders never see the provider.

Does it handle payouts and affiliates?

Yes — payments, automated payouts and affiliate/IB tracking are built in.

Book a free demo to see the CRM and trader dashboard live.